About Us

Kyle is dedicated to helping you navigate your retirement journey. He works closely with you to design personalized plans that aim to balance your unique circumstances and goals.

He holds a Bachelor’s degree in Finance and Economics from Boston College’s Carroll School of Management and a Master’s in Real Estate Finance from Georgetown University. With over a decade of experience in the real estate and financial industry, he brings a practical, client-first approach to every relationship.

Kyle lives in Concord, Massachusetts with his wife and two children.

Jim founded Chilmark Wealth Management LLC's predecessor organization, Chilmark Financial Advisors in 1996. He provides consulting services on an ongoing basis.